Keep sales ops CPQ notes attached to tasks

Sales engineers and sales ops miss CPQ discovery notes in tasks, causing handoffs to stall. It appends CPQ summaries to the right task so engineers have consolidated context and handoffs improve.

Overview

Missing CPQ context creates stalled handoffs and delays technical issue resolution for sales engineers. This workflow ensures every CPQ discovery note lands on the right task, giving engineers consolidated context at handoff and dramatically reducing missed follow-ups.

Notable Features

Append CPQ summaries to tasks
Lookup task by task ID
Notify sales ops on update